Summit Investment Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $810K | Sell |
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|
2025
Q2 | $789K | Sell |
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2025
Q1 | $766K | Sell |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $878K | Buy |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $797K | Buy |
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